Strategic Planning Process Contents

A White Paper on the this process can be downloaded

Adobe Acrobat Reader required, download here.

 

OVERVIEW

ELEMENTS OF THE STRATEGIC THINKING PROCESS
Vision
Values
The External Assessment
Market Segments
Competitive Analysis
Trend Analysis
Internal Appraisal
Structure
Resources
Strengths, Limitations, Opportunities, and Threats
Strengths
Limitations
Opportunities
Threats

THE BUSINESS PLAN
Mission Statement
Examples of Vision and Mission Statements
Critical Goal Categories
Business Planning Goals
The Market Plan
Market Communications
The Sales Plan
Financial Budgeting
The Review Process
Summary

 

BUSINESS PLANNING SCHEMATIC

BASIC FOUNDATION AND BUSINESS PHILOSOPHY

VISION AND VALUES
Vision
Values

EXTERNAL ASSESSMENT
Market Segments and Opportunities
Product/Service Competitive Analysis
Organizational Competitive Analysis
Trend Analysis

INTERNAL APPRAISAL
Structure and Function
Resources
Strengths, Limitations, Opportunities, and Threats
S.L.O.T. Analysis

MISSION STATEMENT

CRITICAL GOAL CATEGORIES

THE MARKET PLAN

THE SALES PLAN

FOLLOW-UP TOOLS
Key Assumptions
Budget or Profit and Loss Forecast
Measurement/Creating a Dashboard
P and L Worksheet/Income Statement
Dashboard Development Worksheet
Strategic Plan Recap